Walled Lake Planning & Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $250 Million
  • Q3 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 2,940 shares of VTI stock, worth $969,788. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,940
Previous 3,046 3.48%
Holding current value
$969,788
Previous $925,000 4.22%
% of portfolio
0.39%
Previous 0.36%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$303.93 - $329.86 $32,216 - $34,965
-106 Reduced 3.48%
2,940 $964,000
Q2 2025

Aug 12, 2025
BUY
$243.75 - $303.93 $37,781 - $47,109
155 Added 5.36%
3,046 $925,000
Q1 2025

May 07, 2025
BUY
$271.18 - $303.12 $2,982 - $3,334
11 Added 0.38%
2,891 $794,000
Q4 2024

Feb 12, 2025
BUY
$280.04 - $302.45 $14,562 - $15,727
52 Added 1.84%
2,880 $834,000
Q3 2024

Nov 14, 2024
BUY
$255.18 - $283.2 $40,318 - $44,745
158 Added 5.92%
2,828 $800,000
Q2 2024

Aug 12, 2024
BUY
$245.23 - $269.4 $14,959 - $16,433
61 Added 2.34%
2,670 $714,000
Q1 2024

May 13, 2024
BUY
$232.77 - $260.14 $55,399 - $61,913
238 Added 10.04%
2,609 $678,000
Q4 2023

Feb 13, 2024
BUY
$203.12 - $238.25 $481,597 - $564,890
2,371 New
2,371 $562,000
Q3 2022

Nov 01, 2022
SELL
$179.47 - $216.24 $69,095 - $83,252
-385 Reduced 9.54%
3,652 $655,000
Q2 2022

Aug 09, 2022
BUY
$183.02 - $230.52 $84,921 - $106,961
464 Added 12.99%
4,037 $762,000
Q1 2022

May 13, 2022
BUY
$209.9 - $242.97 $2,308 - $2,672
11 Added 0.31%
3,573 $813,000
Q4 2021

Feb 10, 2022
BUY
$221.73 - $242.96 $789,802 - $865,423
3,562 New
3,562 $860,000

Others Institutions Holding VTI

# of Institutions
3,638
Shares Held
537M
Call Options Held
1.6M
Put Options Held
733K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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